|
26
|
Balentine LLC
Atlanta,
Georgia
|
$3.21M
|
+$7.65K
|
+118
|
+0.2%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.16M
|
+$580K
|
+8,950
|
+22%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.91M
|
-$303K
|
-4,672
|
-9%
|
|
|
29
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.86M
|
+$93.1K
|
+1,436
|
+3%
|
|
|
30
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.75M
|
-$584
|
-9
|
-0%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63M
|
-$3.14M
|
-48,382
|
-54%
|
|
|
32
|
Cresset Asset Management
Chicago,
Illinois
|
$2.53M
|
-$2.59M
|
-39,970
|
-50%
|
|
|
33
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.45M
|
+$125K
|
+1,926
|
+5%
|
|
|
34
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.44M
|
+$8.43K
|
+130
|
+0.3%
|
|
|
35
|
Act Wealth Management
Plano,
Texas
|
$2.24M
|
+$8.5K
|
+131
|
+0.4%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
+$1.04M
|
+16,073
|
+93%
|
|
|
37
|
Atria Wealth Solutions
New York
|
$2.1M
|
-$140K
|
-2,152
|
-6%
|
|
|
38
|
Convergence Financial
Columbia,
Missouri
|
$2.03M
|
-$339K
|
-5,228
|
-14%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$1.95M
|
+$4.86K
|
+75
|
+0.2%
|
|
|
40
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.85M
|
+$7.46K
|
+115
|
+0.4%
|
|
|
41
|
Investment Planning Advisors
Cumming,
Georgia
|
$1.57M
|
+$1.23M
|
+18,962
|
+330%
|
|
|
42
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.51M
|
-$1.43M
|
-22,082
|
-48%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.42M
|
-$130
|
-2
|
-0%
|
|
|
44
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.39M
|
+$38.1K
|
+588
|
+3%
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$1.23M
|
–
|
–
|
–
|
|
|
46
|
Raymond James Financial
St Petersburg,
Florida
|
$1.22M
|
+$1.25M
|
+19,327
|
New
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
+$37.1K
|
+572
|
+3%
|
|
|
48
|
CX Institutional
Auburn,
Indiana
|
$1.16M
|
-$110K
|
-1,702
|
-8%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
-$8.95K
|
-138
|
-0.8%
|
|
|
50
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$1.11M
|
+$1.14M
|
+17,548
|
New
|
|
